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3IP

3Chopt Investment Partners Portfolio holdings

AUM $532M
1-Year Est. Return 35.46%
This Fund
S&P 500
This Quarter Est. Return
+8.94%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
-$8.31M
Cap. Flow %
-1.89%
Top 10 Hldgs %
40.35%
Holding
240
New
14
Increased
86
Reduced
105
Closed
10

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.04M
2
KLAC icon
KLA
KLAC
+$809K
3
ADBE icon
Adobe
ADBE
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.75M
2
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M
3
MRK icon
Merck
MRK
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

Rank Sector Weight
1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TT icon
151
Trane Technologies
TT
$106B
$441K 0.1%
1,044
+35
+3% +$15K
UVV icon
152
Universal Corp
UVV
$1.27B
$436K 0.1%
7,800
– –
TEL icon
153
TE Connectivity
TEL
$62.6B
$435K 0.1%
1,982
+126
+7% +$25.3K
PLTR icon
154
Palantir
PLTR
$413B
$427K 0.1%
2,339
+124
+6% +$20.1K
POST icon
155
Post Holdings
POST
$3.57B
$416K 0.09%
3,873
-2,377
-38% -$255K
CB icon
156
Chubb
CB
$135B
$411K 0.09%
1,452
-35
-2% -$9.63K
CTVA icon
157
Corteva
CTVA
$51.3B
$411K 0.09%
6,076
+219
+4% +$15.9K
PNC icon
158
PNC Financial Services
PNC
$101B
$404K 0.09%
2,010
+91
+5% +$18K
AEP icon
159
American Electric Power
AEP
$68.4B
$400K 0.09%
3,559
-30
-0.8% -$3.28K
TXT icon
160
Textron
TXT
$15.4B
$397K 0.09%
4,696
-637
-12% -$51.9K
FFIV icon
161
F5
FFIV
$22.7B
$389K 0.09%
1,205
+18
+2% +$5.63K
FAST icon
162
Fastenal
FAST
$59.5B
$386K 0.09%
7,863
+557
+8% +$26.3K
CMI icon
163
Cummins
CMI
$88.7B
$375K 0.09%
+888
New +$340K
ADP icon
164
Automatic Data Processing
ADP
$108B
$371K 0.08%
1,259
+151
+14% +$45.4K
SBUX icon
165
Starbucks
SBUX
$120B
$367K 0.08%
4,334
+213
+5% +$19.1K
NI icon
166
NiSource
NI
$20.4B
$359K 0.08%
8,291
+26
+0.3% +$1.08K
AMGN icon
167
Amgen
AMGN
$222B
$357K 0.08%
1,265
-134
-10% -$38.9K
IYW icon
168
iShares US Technology ETF
IYW
$25.5B
$355K 0.08%
1,810
– –
VYMI icon
169
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$354K 0.08%
4,176
-1,089
-21% -$90.3K
TMO icon
170
Thermo Fisher Scientific
TMO
$220B
$350K 0.08%
721
+88
+14% +$41K
CMG icon
171
Chipotle Mexican Grill
CMG
$41.5B
$347K 0.08%
8,854
-645
-7% -$29K
CEG icon
172
Constellation Energy
CEG
$95.6B
$346K 0.08%
1,051
+7
+0.7% +$2.26K
RPM icon
173
RPM International
RPM
$15B
$345K 0.08%
2,928
– –
LIN icon
174
Linde
LIN
$226B
$314K 0.07%
660
+64
+11% +$30.3K
CRBG icon
175
Corebridge Financial
CRBG
$15B
$311K 0.07%
9,715
-168
-2% -$5.74K
5 6
7
8 9

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3Chopt Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, 3Chopt Investment Partners held 240 positions worth $440M, up 5.7% from $416M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

3Chopt Investment Partners's Q3 2025 filing shows 14 new, 86 increased, 105 reduced and 10 closed positions. Its largest new stake was Cummins: 888 shares worth $375K. The largest sale was Vanguard S&P 500 ETF, an estimated $4.75M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q3 2025 buy was Cummins: 888 shares worth $375K.
  • 3Chopt Investment Partners added most to Eli Lilly in Q3 2025, an estimated $1.04M increase.
  • 3Chopt Investment Partners's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.75M.
  • 3Chopt Investment Partners fully exited Owens Corning in Q3 2025, selling an estimated $706K.
  • 3Chopt Investment Partners's ten largest holdings make up 40% of its $440M portfolio in Q3 2025.
  • 3Chopt Investment Partners opened 14 new positions and closed 10 in Q3 2025.
  • 3Chopt Investment Partners's portfolio value rose 5.7% quarter-over-quarter to $440M.

Based on 3Chopt Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.